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Should Your Divorcing Friend Keep the Marital Home?

The home is often one’s biggest asset and biggest debt. It is where families are started, children are raised, and memories are built (good and bad). It is also commonly the asset with the most emotional ties. There are several financial, emotional, and social implications your divorcing friend should consider when deciding whether to keep […]

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Wealth Watch

Is Cash Back?

No, I’m not talking about your credit card rewards. When used in the context of investing, cash isn’t too exciting. It does provide some level of comfort in volatile markets, but over the long term, it is not your friend when you consider inflation. Therefore, its role in a portfolio for the long-term investor should […]

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Blog

Do Good, Feel Good – Investing with (Another) Purpose

“Investing with (Another) Purpose” is the third in a series of Do Good, Feel Good blog posts highlighting ways individuals and families can impact their community and the world. When we work with BDF clients to build and invest portfolios, we spend considerable time identifying and defining their financial goals. Planning for retirement, saving for […]

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Blog

Estate Planning Strategies in a Higher Interest Rate Environment

For most people, an estate plan’s primary goal is to help ensure assets go to the intended beneficiaries in a manner that lessens the burden imposed on their heirs. For many, there is also the goal of reducing taxes. When this is the case, interest rates can play an important role. Therefore, it is important […]

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Wealth Watch

Don’t Fight the Fed, Round Two?

The Fed had its moment in Jackson Hole. While speculation grew that perhaps they would start to get a little softer with some signs of inflation easing, Chairman Jerome Powell went right at it, pinpointing inflation as enemy #1.  He went so far as to say the Fed isn’t afraid to inflict some economic pain […]

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Blog

Working Wealthy – Back to School

It’s back to school time for millions of Americans. Whether it’s the first drop-off at kindergarten or sending your young adult off for their final year of college, it always reminds me of the academic fresh start we receive this time of year. Everyone handles this time of year differently, but it is a great […]

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Blog

Do Good, Feel Good – Traveling with a Purpose

“Traveling with a Purpose” is the second in a series of Do Good, Feel Good blog posts highlighting ways individuals and families can impact their community and the world. Our mission at BDF is to help clients enjoy a full life. And for many, that involves travel. And while travel certainly provides an escape from […]

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Wealth Watch couple reviewing investments

Common Objections to Impact Investing

In previous posts, we introduced BDF’s Impact Investing portfolio, a portfolio that tilts towards companies that do better than their peers on attributes such as their environmental impact. We discussed the rising popularity of this style of investment, the rapid rate of adoption by investors, and the money management industry’s quick response to developing solutions. […]

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News

Financial Advisor Magazine Interviews Chad Carlson About Talk of Recession

Chad shared his thoughts with Financial Advisor magazine on what BDF is doing to position portfolios for the rest of the year. When clients worry, listen. “We all know the academic answer of what to do in downturns, but we need to have the patience to listen to the concerns of clients,” Carlson says. “We […]

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Wealth Watch

Are We in a Recession? Should We Care?

According to the dictionary, the U.S. went into a technical recession two weeks ago when it was confirmed that the economy shrunk for the second quarter in a row. How did markets respond to the news? Both stocks and bonds rallied. In fact, July was the best month for the stock market since April 2020. […]

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Wealth Watch

Are We on the Verge of a Housing Market Correction?

After two years of unprecedented growth in the housing market, we are beginning to see signs of cooling. Is this the beginning of a sharp correction? Recession talks are everywhere. The lost wealth effect from market turmoil, rising rates, inflation, and negative consumer sentiment are all bad signs, right? While it’s certainly possible, there is […]

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Wealth Watch news headlines

If Recession Comes, Why It May Be Different This Time

Headlines these days tend to focus on the stress the economy is facing and the potential for a recession (some even argue we may already be in a recession). People are rightfully worried about the state of the economy, as the continued impacts of supply chain disruptions stemming from the global pandemic, increased energy costs, […]

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